Podcasts about qcom

Tom White begins the day with a look at the government shutdown's latest ripple effects: cancelled flights. The FAA announced it would trim 10% of flights at 40 U.S. airports on Friday, impacting airliners like American (AAL), United (UAL), Southwest (LUV) and Delta (DAL). Tom later looks at commentary from Nvidia (NVDA) CEO Jensen Huang regarding the A.I. race between the U.S. and China. Sticking with the A.I. theme, Tom later examines the post-earnings move in Qualcomm (QCOM).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

George Tsilis tackles Thursday morning's earnings slate starting with Qualcomm (QCOM), which traded down after it showed pressure on margins. The pressure wasn't as strong as it was against CarMax (KMX), which hit 52-week lows after its CEO said he would step down as the company's sales lag. As for Fortinet (FTNT), George notes the sell-off following its earnings.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Qualcomm (QCOM) faced pressure post-earnings. Some of that downside action is attributed to the company's pivot from Apple (AAPL), argues Jim Kelleher. Qualcomm's loss of the Mag 7 giant's modem business is something he expects to add long-term concerns. Ben Bajarin says the company has new potential through data centers, a strong point he and Jim both see in Qualcomm's earnings. Ben explains how the company can capitalize on growing A.I. needs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Ahead of Qualcomm (QCOM) earnings, Rick Ducat looks at the charts. He compares QCOM to the overall semiconductors group showing a relative underperformance against names like AMD Inc. (AMD), Nvidia (NVDA) and Broadcom (AVGO). On the chart of QCOM specifically, Rick highlights $175 as an old resistance point being monitored ahead of the report. Later, Tom White demonstrates an example options trade using a call diagonal strategy. Tom walks through the reasons why the example trade holds a bullish stance.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ben Sturgill believes the U.S. economy remains a stronghold despite facing a sea of uncertainty. He plans to stay long in tech with expectations volatility will cool. Ben sees promise in Amazon (AMZN) heading into the holiday season and Tesla (TSLA) for components not many investors are talking about. As for his undercard plays, Ben also explains his bullishness on CoreWeave (CRWV) and Qualcomm (QCOM).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this week's episode of Dividend Talk, we're back with a jam-packed Dividend Announcements & Earnings deep dive.We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on revenue-per-employee (OnlyFans crushes tech giants at $37.6M per head). Then it's over to dividend hikes from Iberdrola (+8.2%), Rockwell Automation, AbbVie, and ExxonMobil, before diving into earnings: Nestlé's volume rebound in China, Schneider Electric riding data-center tailwinds, Altria's cash-rich but growth-poor reality, UnitedHealth's margin squeeze, T. Rowe Price outflows, and Shell's $10B FCF buyback machine.In the Q&A, we tackle benchmarking vs. S&P 500, dollar-cost-averaging into falling knives, estate tax broker moves, covered-call ETFs, Finnish gems, Evolution's permanent pivot, and stock-specific takes on Novo Nordisk, APD, Qualcomm, and more.SEE YOU ON THE INSIDE!!Tickers discussed: PYPL, HSY, GOOGL, MSFT, EBAY, AMZN, IBM, MCD, IEP, IBDR.MC, MUM.DE, SIE.DE, APD, LIN, NOVO-B.CO, EVO.ST, QCOM, ARE, ADC, MO, BATS.L, PM, UNH, TROW, SHEL, XOM, TTE, ITW, ABT, ADP, SCHN.PA, ROC.AX, NOVN.SW, NESN.SW, MCD, APH, DHR, TXN, VFC, RELAS, VWS.CO, WSO, GRG.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj

The stock price (which is all you care about) has both fundamentals and the charts priced in to it. You should be looking at both. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - HUGE SALE - Get 1 year with 52 trainings for less than the price of piano or golf lessons ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to become a hyperscaler, and the financial challenges associated with massive AI infrastructure investments. The conversation shifts to Intel's advancements showcased during a tour of their Fab 52, highlighting their competitive edge in semiconductor manufacturing. Finally, they touch on Qualcomm's acquisition of Arduino and its potential impact on the IoT sector.TakeawaysOpenAI's partnership with AMD marks a significant shift in AI compute.AMD is positioning itself as a serious player in AI GPUs.OpenAI's ambition to become a hyperscaler raises questions about funding.The demand for AI compute is concentrated among a few major players.Intel's Fab 52 showcases advanced manufacturing capabilities.Intel's 18A process is competitive but needs to prove itself in products.Qualcomm's acquisition of Arduino aims to strengthen its IoT strategy.The AI infrastructure build-out is unprecedented in scale and cost.There is uncertainty about the long-term demand for AI services.The competitive landscape in cloud computing is rapidly evolving. 

China has launched an investigation into Qualcomm (QCOM) for what it calls a violation of anti-monopoly laws. Jenny Horne explains how it's just the latest development to counter U.S. tech, adding that Nvidia (NVDA) will face tightened restrictions as well. Dan Deming offers an example options trade for Qualcomm as it faces these overseas headwinds.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, investment in AI, and the implications of CapEx spending. They delve into the concept of whether we are in a bubble, the challenges of monetizing AI, and the competitive landscape among tech giants like Google, Meta, and Amazon. The conversation also touches on the potential disruption from Apple in the search market, the role of Nvidia in AI, and the future of companies like Qualcomm and Arm in a rapidly evolving tech environment.

Mastercard (MA) earnings top estimates and Sam Vadas says it reveals a "stronger consumer." She adds that the credit card company's raised guidance could also signal Visa (V) guidance coming in "more conservative." Then, Sam switches gears and examines the leap higher for Carvana (CVNA) as shares jumped more than 20% at the open. Also on the move: EBAY. The e-commerce name leads the S&P 500 (SPX) in early action following a beat on earnings and guidance. Among laggards, Sam looks at Qualcomm (QCOM) as investors are more cautious on the chipmaker's report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

S&P Futures are displaying gains this morning with earnings and economic data being the key themes for today. On the economic front, the first reading of U.S. Q2 GDP will be released this morning and is expected to display growth. In the afternoon, the Fed will release a monetary policy statement. Fed Chairman Powell will likely display a dovish tone in his press conference. The U.S. and China concluded their recent two-day trade talks in Stockholm without reaching a definitive agreement to extend the tariff truce currently set to expire on August 12, 2025. Both sides described the meetings as "constructive,".  The responsibility now lies with President Trump to decide whether to approve an extension of the tariff pause. PANW is said to be close to acquiring CYBR in a $20B deal. Figma (FIG) IPO is said to be 40x oversubscribed. On the earnings front, QRVO, HUM, STNG, SBUXVRT & GEHC are higher after announcements. MSFT, META, QCOM, ARM, LRCX & HOOD are all releasing earnings after the bell today.

Qualcomm (QCOM) trades a discount against peers like Nvidia (NVDA) and AMD Inc. (AMD) when it comes to valuation. However, Rick Ducat points out Wednesday's bearish engulfing candle, "not what you want to see" heading into the company's earnings. Looking at the technical trends, Rick labels Qualcomm as the "problem child" as it underperforms compared to the broader tech and semiconductor sectors. He later highlights options activity surrounding the tech stock.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Mag 7 continued to show their magnificence in earnings. Microsoft's (MSFT) massive Azure cloud revenue beat and Meta Platforms' (META) dominance in ads and A.I. opened the door to rallies for both companies after hours. Qualcomm (QCOM), however, couldn't do the same despite its beat. Marley Kayden, Alex Coffey, and Jeff Pierce break down the numbers driving trading action.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Commentary from Fed chair Jerome Powell sent most stocks into the red after the FOMC voted 9-2 to keep interest rates unchanged in its July meeting. If the session wasn't busy enough, Microsoft (MSFT) and Meta Platforms (META) reported earnings after hours. Both stocks surged with A.I. being credited for soaring revenue and guidance. Outside the Mag 7, Qualcomm (QCOM) posted a beat but traded lower on the report. Marley Kayden carries investors through a very busy Wednesday on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

While Apple (AAPL) iPhone sales are lagging, Jessica Inskip sees Qualcomm (QCOM) benefitting from other A.I. tailwinds and the stock's current valuation. She labels American Eagle Outfitters (AEO) as a strong short-term sell for fundamental and tariff reasons. As for Alphabet (GOOGL), she sees tax provisions in the Big, Beautiful Bill benefitting the Mag 7 company. Rick Ducat dives into the bearish and bullish trends he sees in the charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

HUGE week to get ready for in earnings, tariffs, trade negotiations, Fed rates and more. Is Real Estate the sector to rebound now? And what could Apple and Amazon announce to push the stocks higher? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Don Nesbitt sees tariff effects in the CPI if you “dig a little deeper” – and says more are coming. He also notes a “bifurcation” between higher and lower income consumers in bank earnings, even as the overall consumer seems healthy. His stock picks now include FedEx (FDX), which has been “unfairly punished” and T-Mobile (TMUS), where he sees tailwinds coming. He also likes Qualcomm (QCOM), which is “moving away from dependency” on Apple (AAPL) and moving into data centers.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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With its strong portfolio of patents, a strategic focus on 5G and A.I technology, Qualcomm (QCOM) is a company well-positioned in the tech-forward economy, says George Tsilis. In the latest Tech Corner episode, George dives into the company's semiconductor competition, what QCOM's latest earnings and acquisition news mean for the year ahead, and how it operates within the A.I. space. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

S&P Futures are trading higher in a tight trading range this morning. The U.S.-China trade talks scheduled to begin today. Apple's Worldwide Developers conference gets underway today. No changes were made to the S&P 500 index in the latest quarterly rebalancing on Friday, as a result APP & HOOD are trading lower. WBD is set to split into 2 seprate companies. QCOM agreed to buy AlphaWave for about 2.4B. META is said to be in advanced talks to acquire Scale AI. On the economic front this week, it will be a relatively quiet week with attention turning to closely watch CPI and PPI reports, along with the University of Michigan's consumer sentiment survey. On the earnings front, CASY is releasing after the bell and later this week watch for earnings announcements from ORCL & ADBE.

Prosper Trading Academy's Mike Shorr says the U.S. and China tariff pause was "too easy." He's watching for a potential stock pullback on any negative headlines following the announcement. For today's Big 3, Mike explains why investors should keep an eye on Qualcomm (QCOM), Cognizant Technology (CTSH), and Flex Ltd. (FLEX) on evolving tariff headlines. Rick Ducat supports Mike's analysis by diving into the chart technicals.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly evolving market. In this conversation, Jay Goldberg and Ben discuss the current state of the semiconductor industry, focusing on cost management strategies, Intel's advancements in foundry technology, and the competitive landscape with TSMC. They explore the implications of new technologies like Power Via and the shift towards chiplet architecture. Additionally, they delve into the concept of AI factories and how they represent a new approach to data center infrastructure, transforming it from a cost center to a profit center.

While Microsoft (MSFT) and Meta Platforms (META) shined in the Big Tech space, Diane King Hall turns to a mixed earnings picture elsewhere on Wall Street. CVS Health (CVS) posted an earnings beat, raised guidance, and announced a Wegovy deal with Novo Nordisk (NVO), all contributing to its rally. However, Eli Lilly (LLY) disappointed with its earnings. Diane also discusses how weak guidance led to a sell-off in Qualcomm (QCOM).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

S&P Futures are displaying some weakness this morning. On the economic front this morning the Q1 GDP data will be closely monitored. Overnight, China released its factory order for April which came in weak due to the Trump tariffs being implemented. CAT, CZR, GEHC, GNRC, & V are trading higher after their earnings releases. Visa announced a $30B buyback while GEHC announced a $1B share buyback. After the bell today, MSFT, META, QCOM, KLAC & HOOD are scheduled to report. A total of 50, S&P 500 firms are scheduled to report earnings today.

En este episodio, desglosamos los temas más importantes que están marcando el pulso de los mercados: • Wall Street entra en pánico: El presidente Trump declaró una emergencia nacional comercial, imponiendo aranceles del 10% al 49% usando la Ley IEEPA. El $SPX cayó -3.6%, $US100 -3.8% y $INDU -2.7%. UBS estima que los precios al consumidor podrían subir hasta 4% si no hay marcha atrás. Hoy se publican datos de empleo y el ISM de servicios. • Semiconductores bajo presión: Aunque oficialmente excluidos, los aranceles impactan a socios clave de $NVDA, $AMD, $AVGO y $QCOM. $MU cae -5%, $TSM -4% y $INTC -1%. También bajan $ASML, $LRCX, $AMAT y $KLAC. Trump sugiere que las empresas “fabriquen en EE.UU.” para evitar impuestos. • Apple se desploma: $AAPL cayó ~7% tras los aranceles a China (34%), Taiwán (32%) e India (26%), donde produce buena parte de su hardware. Trump afirmó que Apple invertirá $500B en EE.UU., aunque sigue dependiendo de $TSM y busca diversificar con $FXCOF en India. Acompáñanos para entender cómo esta nueva ola de proteccionismo está sacudiendo a los mercados y alterando el mapa geopolítico global de la tecnología.

Qualcomm (QCOM) filed antitrust complaints against Arm Holdings (ARM), a story of "friends turning to foes," says Diane King Hall. She looks deeper into the accusations and shares why Arm took the bigger hit at the start of the trading session. She also highlights Chewy's (CHWY) earnings beat and Cisco's (CSCO) reiterated buy rating from Melius Research.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Uncertainty surrounding expected auto tariffs from the Trump administration wiped away most of this week's gains. A.I. stocks were slammed the hardest, seen in Nvidia's (NVDA) 6% sell-off. Arm Holdings (ARM) took a big hit after Qualcomm (QCOM) accused the company of antitrust practices. One notable winner today: Dollar Tree (DLTR), which plans to sell its Family Dollar business for $1 billion. Caroline Woods turns to the biggest stories of the trading session.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia's game-changing AI innovations, Nike's earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more!

S&P Futures are weakening this morning as the markets is now focused on the pending Trump Tariff announcement which is scheduled for April 2nd. Travel stocks are moving lower this morning as London's Heathrow airport has been closed due to a fire at a nearby electrical substation. President Trump & Defense Secretary are scheduled to speak at 11:00 am this morning. On Sunday, the China Development Forum begins, CEO's from QCOM, FDX, MA, AVGO, PFE are expected to attend. FDX, NKE & LEN are lower after earnings announcements. Macro uncertainties in the world is likely to be a key theme when earnings season kicks off next month.

Max Wasserman brings his latest picks: CME Group (CMG), Waste Management (WSM), and EOG Resources (EOG). He says he is de-risking and moving away from the Mag 7, but he also likes Qualcomm (QCOM). “When I hear the Fed not sure what direction they're going to go, I'm not going to fight them,” he adds.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Olivier Blanchard notes rockiness in the chip trade but expects it to smooth out with the world's growing reliance on A.I. He anticipates companies to use the technology in ways that improve employee efficiency. He maintains bullishness on giants like Nvidia (NVDA) and AMD Inc. (AMD) while pointing to Qualcomm (QCOM) as an undervalued play. Intel's (INTC) comeback adds to Olivier's argument: "don't bet against" the company.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetworkFollow us on Facebook – / schwabnetworkFollow us on LinkedIn - / schwab-networkAbout Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciated role in the AI ecosystem. The conversation highlights the shifting dynamics in technology investments and the challenges companies face in meeting heightened investor expectations. In this conversation, Ben Bajarin and Jay Goldberg discuss the complexities surrounding Arm's intellectual property (IP) and its market dynamics, the confusion in revenue metrics, and the expectations investors have regarding growth. They delve into the trends in capital expenditures (CapEx) among major tech companies and the dual nature of cloud revenue, distinguishing between traditional cloud services and emerging AI workloads. The discussion also highlights the critical role NVIDIA plays in the AI market and the challenges it faces in meeting demand.

S&P Futures are flat to higher. Last night's earnings reports were not impressive, QCOM, ARM, F & SWKS are all moving lower after their announcements. Trade tensions and the lawmaker's action on the budget reconciliation bill will continue to poise risk for the markets. HON announced that it will be splitting up into 3 separate companies. This morning markets will likely react to economic reports on Preliminary Productivity and Costs for 4Q and the Weekly Jobless Claims data. Oil prices are down due to the API inventory data which indicated a build in inventories.

Arm Holdings (ARM) falls after weaker-than-anticipated guidance. Qualcomm (QCOM) posts an earnings beat, but slides after its report. And, Skyworks (SWKS) moves lower on competition concerns for Apple (AAPL) business. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jenny Horne dives into the Qualcomm (QCOM) earnings report to find out why the stock is lower after an earnings beat. 1Q adj. EPS checked in at $3.41, or up 24% from a year ago. The company's chip segment brought in $10.1b in sales, up 20% y/y. Despite the positive report, shares sold off ahead of Thursday's open. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Despite posting an earnings beat, chipmaker Skyworks Solutions (SWKS) plunged more than 25% in premarket trading. Jenny Horne attributes the massive sell-off to increasing competition for Apple's (AAPL) business. As for Qualcomm (QCOM), the weakness in guidance shed some investor confidence. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Chris Versace gives his takeaways from Qualcomm (QCOM) earnings. He's looking for more adoption of A.I. in PCs and cars and wants less reliance on Apple (AAPL). He also looks at Alphabet (GOOGL) sinking after earnings. “From a pick and shovel perspective,” Nvidia (NVDA) and Marvell (MRVL) will be the winners in this A.I. space, he says. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The semiconductor trade is hit with red arrows. Skyworks Solutions (SWKS) saw a massive slide down after losing a chunk of its business with Apple (AAPL). Qualcomm (QCOM) and Arm Holdings (ARM) also slipped despite reporting mostly-positive earnings. Kevin Green talks about the potential shift in the chip trade by using the Philadelphia SE Semiconductor Index (SOX). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

En este episodio, exploramos las noticias más relevantes que están moviendo los mercados y las principales industrias: Wall Street pierde impulso: El mercado recorta ganancias tras caídas de $QCOM y $F, mientras los inversionistas esperan más datos laborales y el balance de la Fed. Analizamos el impacto de estos reportes y la expectativa por los resultados de $AMZN. Honeywell se divide en tres empresas: La compañía confirma su plan de escisión para 2026, separando sus unidades de automatización, aeroespacial y materiales avanzados. Discutimos cómo esta reestructuración podría generar valor para los accionistas. Corea del Sur bloquea DeepSeek: Siguiendo a Taiwán, Australia e Italia, el gobierno surcoreano impone restricciones a la IA de DeepSeek por preocupaciones de seguridad. Evaluamos el impacto en la industria de semiconductores y la postura de SK hynix y Naver. Starbucks redefine su estrategia: La empresa reduce el límite de ítems en pedidos móviles y eliminará el 30% de su menú para mejorar la experiencia en tienda. Analizamos cómo estos cambios buscan recuperar su esencia y optimizar el servicio. Acompáñanos para entender cómo estas decisiones están impactando a los mercados, la tecnología y el consumo global. ¡Un episodio lleno de análisis estratégico!

S&P Futures are moving lower this morning as tech earnings disappoint and the sector is seen as being caught up in Trump's trade war. Chinese regulators are said to be reviewing the business practices of major tech firms (AAPL, GOOG, INTC & NVDA). The U.S Postal Service has suspended the acceptance of inbound parcels from China which is causing weakness in Chinese retailors. Talks are expected between Trump & XI in the coming days. GOOG, AMD, MDLZ & UBER are lower after earnings releases. After the bell today, ARM, QCOM, MSTR, MCK & F will be releasing. ADP Employment data is on tap this morning before the opening bell. RFK moved closer to confirmation which is creating volatility in vaccine and food stocks. Nissan may pull out of its merger with Honda. Oil prices are down due to the API inventory data which indicated a build in inventories.

Futurum Group CEO, Daniel Newman, offers a big picture perspective on the state of the tech sector. For Alphabet (GOOGL), he thinks the company needs to emphasize generative A.I. in its outlook, which its $75 billion capex guidance may signal. Daniel believes AMD Inc. (AMD) needs more bullish commentary to win investors back. He anticipates strength from Qualcomm (QCOM) due to its mobile device reach, especially through Apple (AAPL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Today's after-hour earnings painted a mixed picture. Qualcomm (QCOM) and Arm Holdings (ARM) each posted record revenues but one company traded lower. Meanwhile, Ford Motor Co. (F) shared uncertainty around its outlook. George Tsilis and Scott Durfey join Diane King Hall to examine the latest round of earnings moving the markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Green arrows were seen across Wall Street as the markets shake off tariff uncertainty. However, Qualcomm (QCOM) and Arm Holdings (ARM) fell after hours, as did Uber Technologies (UBER) this morning. Supermicro (SMCI) rallied thanks to a new partnership with Nvidia (NVDA) to produce Blackwell A.I. data center products. Diane King Hall runs through the day's biggest stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

There's more to DeepSeek than utilizing cheaper methods for A.I. platforms, according to Oliver Blanchard. He argues the technology signals a shift to more efficiency in the space and will lead to an increase in hybrid A.I. training models. Oliver labels AMD Inc. (AMD), Broadcom (AVGO), Intel (INTC) and Qualcomm (QCOM) as A.I. plays investors overshadowed in recent months. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join the European Dividend Growth Investor (EDGI) and Derek as we dive into the latest financial news and dividend company earnings. In this episode, we analyse Signify's dividend hike, Johnson & Johnson's earnings, and Texas Instruments' financial struggles. We also talk about topics like the "Income Factory" investment strategy, currency diversification, and the risks of covered call ETFs. Finally, EDGI shared highlights from the Utrecht Dividend Day Mentioned Tickers:PHG, JNJ, PG, UL, TXN, QCOM, NKE

McCormick's been a laggard over the past few years, does it have some growth levers to get back on track?   (00:11) Jason Moser and Dylan Lewis discuss: - Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.  - A listener question: What to expect from spicemaker McCormick this quarter.  - How the rate environment might play into results we see from companies this upcoming earnings season.  (15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry. Companies discussed: INTC, QCOM, MKC, INVH, AMH Host: Dylan Lewis Guests: Jason Moser, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices